Insightful Insights

Back in June, June 13 to be precise, our very own Russell Muldoon wrote about the IPO of iSelect. It was being touted as the “hottest float of the year” by some but we weren’t interested. continue…

by Roger Montgomery Posted in Companies, Insightful Insights.

• 3 Comments
• save this article
• POSTED IN Companies, Insightful Insights

Whilst we do not own the shares in the business and haven’t for some time, we previously commented on a number of headwinds we thought Blackmores was facing. Naturally we read their full year result with interest to see how things are progressing. continue…

by Russell Muldoon Posted in Health Care, Insightful Insights, Value.able.

• 12 Comments
• save this article
• POSTED IN Health Care, Insightful Insights, Value.able

With nine days before the election, SportsBet has made the unprecedented move of declaring the Federal Election a one-horse race and has paid out all bets on the Coalition. continue…

by Ben MacNevin Posted in Insightful Insights.

• 7 Comments
• save this article
• POSTED IN Insightful Insights

The peak week for reporting season has a been a good one for plenty of companies owned by Montgomery funds. continue…

by Roger Montgomery Posted in Companies, Insightful Insights, Investing Education.

• 7 Comments
• save this article
• POSTED IN Companies, Insightful Insights, Investing Education

Imagine a scenario in which you buy a share knowing that you will not be able to sell it. Ever. Instead, the purchase must be justified solely on the basis of the dividends that the share will provide for as long as the company remains in business. When your time is up, you will pass the share on to your descendants. Let’s assume you are fond of your descendants and keen for them to do well.

In this sort of world, how would you think about choosing which shares to own ? continue…

by Tim Kelley Posted in Insightful Insights.

• 7 Comments
• save this article
• POSTED IN Insightful Insights

Over in Singapore recently, as a guest of my very generous hosts at Singapore Press Holdings, I was delighted to meet the company’s Editor-in-Chief Mr Patrick Daniel and Chief Executive Officer Mr Christopher Lee (see photo). As you would expect in any chat between a value investor and the divisional heads of Singapore’s largest newspaper, I asked about the emerging threat of online classifieds. continue…

by Roger Montgomery Posted in Insightful Insights.

• 3 Comments
• save this article
• POSTED IN Insightful Insights

Those of you who are boat owners would know all about the V-Sheet – distress signal. A ‘V’ is also one of the shapes a recovery can take. But while the ‘V sheet’ is an apt alphabetical metaphor for the state that mining services is now confirmed to be in, it isn’t the right shape anyone should be expecting recovery to take. continue…

by Roger Montgomery Posted in Energy / Resources, Insightful Insights.

• 7 Comments
• save this article
• POSTED IN Energy / Resources, Insightful Insights

Automotive Holdings (ASX: AHE) is Australia’s largest automotive retailer and transporter of refrigerated food. While AHE sits outside our investment universe, we enjoy following the company’s performance as management is well placed to comment on the health of the domestic car industry (which has implications for the broader economy). In our latest discussion at the full year results, management noted three key pressures that the company is closely monitoring. continue…

by Ben MacNevin Posted in Insightful Insights.

• 3 Comments
• save this article
• POSTED IN Insightful Insights

Following on from Ben’s post last week on Boom Logistics Limited (BOL), three other mining services sector-related businesses have also reported so far. continue…

by Russell Muldoon Posted in Energy / Resources, Insightful Insights.

• save this article
• POSTED IN Energy / Resources, Insightful Insights

Listen up! You might not get too excited about bonds and interest rates but just as gravity pulls everything down on earth, so do rising interest rates affect the value of assets from from stocks to residential property to cotton farms. continue…

by Roger Montgomery Posted in Insightful Insights.

• 7 Comments
• save this article
• POSTED IN Insightful Insights